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Ergawealth Advisors’s iShares International Equity Factor ETF INTF Stock Holding History

Ergawealth Advisors’s Portfolio INTF Stock Details INTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,392
Closed -$256K – 55
2022
Q4 		$256K Buy
+10,392
New +$244K 0.23% 39

Other funds holding INTF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MM
Meridian Management Little Rock, Arkansas $402M AUM 17.05% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ergawealth Advisors's INTF Position: Q1 2023 in Review

Ergawealth Advisors sold out of iShares International Equity Factor ETF (INTF) in Q1 2023, closing a stake of 10,392 shares — an estimated $256K sold.

Ergawealth Advisors first reported a position in INTF in Q4 2022 and held it in 1 quarter. The position peaked at $256K in Q4 2022. 123 funds tracked by Wall St. Rank hold INTF as of Q1 2023.

  • Ergawealth Advisors reported no remaining iShares International Equity Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Ergawealth Advisors sold 10,392 iShares International Equity Factor ETF shares in Q1 2023, an estimated $256K.
  • Ergawealth Advisors first reported a position in iShares International Equity Factor ETF in Q4 2022 and held it in 1 quarter.
  • Ergawealth Advisors's iShares International Equity Factor ETF position peaked at $256K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held iShares International Equity Factor ETF as of Q1 2023.

Based on Ergawealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.